IRIS Exchequer CRM
IRIS Exchequer CRM delivers a new end-to-end suite of CRM modules that are 100% focused on the needs of the front office and that crucially are fully integrated with the Exchequer accounting system.
"The new IRIS Exchequer CRM suite is significantly more sophisticated than those offered by most other mid-market accounting software vendors," comments Rob Steele Product Director.
"Most software authors have shied away from the task of developing full Customer Relationship Management functionality, developing limited surface level systems with ineffective contact manager modules."
"Our research shows that this is simply not enough and today’s businesses have far more sophisticated needs. They are demanding fully integrated solutions with complete Customer Relationship Management functionality."
Headline features for this exciting new suite of modules include:
- Integration with sales and purchase ledger including drill down.
- Instant access to historical sales information to sales individuals.
- Rapid data entry.
- Simple views of product and pricing information.
- End to end order lifecycle from quotation to invoice.
- Campaign, pipeline and sales lead management.
- Seamless integration with Microsoft Office.





